RKR Capital Group manages investment portfolios for individuals, high-net-worth individuals, and corporations. RKR Capital Group focuses on long-term capital growth by building concentrated portfolios of 8 to 16 publicly traded stocks using a value-investing approach. The investment strategy is designed to be a portion of a client's overall portfolio rather than a complete financial program. RKR Capital Group does not tailor its equity strategy to individual financial situations, risk tolerances, or investment objectives, though clients can request restrictions on certain companies or industries. RKR Capital Group has full authority to make trades without asking clients first. Client funds and securities are held by Charles Schwab & Co. as the qualified custodian.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.45% |
Annual management fee is 1.45%, billed quarterly in arrears.